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Independent Financial Advisor - Independent Financial Advisers
Up to £55,000.00 Basic Salary + Benefits and Potential for Bonus
The Independent Financial Advisor Opportunity:
An excellent opportunity has arisen to join a growing firm of Independent Financial Advisers, based in newly refurbished offices in Woking. Due to substantial volumes of new business, this firm is now seeking an experienced office based Financial Advisor to join the company.
The Independent Financial Advisor Role:
The new Financial Advisor would join the team on an employed basis, with all leads provided, as well as a fully operational bank of clients.
Due to continued success our client, a well established and fully independent market leader within the financial services industry is actively seeking an experienced, results driven and ambitious Independent Financial Advisor to compliment their growing team on a permanent basis.
Joining a team of over 150 professionally qualified Independent Financial Advisors, key responsibilities will include;
• Provide holistic financial planning to prospective and existing clients, providing professional financial advice to meet customer’s needs and objectives in line with the company’s defined business standards.
• Act in a compliant manner…
As our client continues to grow and expand they are seeking to recruit experienced Financial Advisers around Great Britain and Northern Ireland.
You will have a demonstrable track record in financial services with an existing client bank and can work effectively independently and as part of a team. The position requires you to be Qualified to level 4 diploma in financial services and have a commitment to self-employed status.
You will be home based while our client provides full back office professional compliance and systems support. In return your earnings will be uncapped with the possibility to earn shares in the company…
Independent Financial Advisor
A leading Financial Advice Firm based in a beautiful rural town overlooking Pendle Hill. The business comes highly recommended with 90% repeat and referral clients. Offering integrated financial planning they provide a long-term commitment to improving client’s wealth. This company has an excellent reputation of building client portfolios & establishing financial security.
This position will suit an ambitious, confident Independent Financial Advisor in the Ribble Valley, looking for a position with unlimited earning potential dependent on skill and ability. The existing team offer a very supportive…
Our client is well respected and established. They specialise in mortgages, protection, equity release and wealth management. Due to organic growth they now require a new experienced Financial Advisor to join the team.
You will have a demonstrable track record in financial services with an existing client bank and can work effectively independently and as part of a team.
The position requires you to be level 4 diploma qualified and have a commitment to self-employed status.
You will be based in their busy office in Chesterfield and will be provided with full back office professional compliance and systems support.
To find out more apply…
This well established IFA firm based in Colchester deal in a full range of products including Investments, Pensions, Protection and Mortgages on a fully independent basis.
Due to increased demand an exciting opportunity has arisen for an experienced Financial Advisor to join their successful and lively team. The ideal candidate will need to be ambitious and committed to client service, level 4 qualified and have an excellent knowledge of the financial services marketplace with a focus on Pensions and Investments.
You must inspire confidence in corporate and private clients alike and will be expected to develop business relationships…
Independent Financial Advisor (Pensions Focus) - Innovative Wealth Advisers
Basic salary of £35,000 per annum, OTE £55,000
// About us
We are a well established and highly reputable firm looking to expand the Wealth arm of our business.
// The Independent Financial Advisor (Pensions Focus) Opportunity
We are currently looking for a Pensions Advisor to join their team in Central London.
The role is on a full time, employed based paying a basic salary of £35,000 with a realistic OTE of £55,000 per annum.
The role is mainly telephone based from our Central London office. Working hours are 9am to 6pm and you will be entitled…
Job Title: Independent Financial Advisor
Locations: Nationwide with principal hotspots in:
* Exeter / Taunton
* Guildford / Gatwick / Heathrow
* Reading / Basingstoke / Guildford
* South Coast
* Manchester / Chester / Bury
* M62 Corridor
All of the above hotspots have clients available for servicing
Salary / OTE: Average Advisor OTE £70,000 and many earning in 6 figures
Competitive commission rates
* Our client company is a leading IFA and Discretionary Wealth Management firm, established in 1990 and is a public quoted company.
* Currently, they have 140…
iRecruit are currently seeking an experienced Independent Financial Advisor to work for a thriving wealth management and insurance advisor based in the North West of Leeds. With a competitive salary and many additional benefits, this is a great opportunity to work with a secure and rapidly expanding organisation that have been running for over 75 years and are still very much family run at the core.
A significant part of the IFA role will be self-generating of leads with some management support. The successful candidate will be expected to do their own report-writing in the initial stages, with a few to bring on sales support…
Our client is a successful and independent IFA based in East Sussex. Currently there are 7 diploma qualified Advisors who cover the South East area, but the opportunities are such that they’re recruiting 3 furthers Advisors during 2015 to share in their success. They cover the entire financial services market, both commercial and personal, and research the broader financial services market to identify and provide the best options for each customer. Repeat business levels are high as they have a high service ethic, and all Advisors receive office and administration support so their time is available to meet customers, review their needs…More
This is an outstanding opportunity for a successful IFA to join an expanding and award-winning financial services organisation that operates to standards well above the norm.
Whether you are currently employed elsewhere and looking for a move to a company that can offer opportunities for progression; or whether you are currently a self-employed IFA and keen to return to a more stable income, this could the perfect job for you.
We are ideally looking for a Chartered Financial Consultant to take over an existing, profitable client base, which includes around 60k of recurring annual income. Whilst it is not a requirement for you to bring…
We are pleased to be working with a well established boutique practice who require an exceptional, top performing, Independent Financial Advisor to provide expert advice to their UHNW, HNW and Corporate clients regarding Financial Planning, Retirement & Estate Planning, Investments and Corporate Pensions.
The candidate should be Diploma Qualified and used to dealing with a range of HNW, UHNW and corporate clients.
The qualities we are looking for in a candidate are the drive, desire and determination to succeed, honesty, integrity and above all outstanding communication skills.
If you are hardworking, have the right attitude…
Job Title: Independent Financial Advisor (self employed)
OTE of circa £36,000 - £60,000+ pa
* A highly experienced Principal with over 20 years’ experience in financial services who founded two other highly successful Financial Advisory firms and launched this directly authorised, Independent Financial Planning firm in 2012.
* The team currently has 3 IFA’s and 2 administrators and are looking to grow by a further 3 Advisers and an administrator over the next 9 months.
* Advisers will be able to work from their prestigious new office premises.
* You will be providing bespoke financial planning solutions…
My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients.
We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Advisor to join a growing team of Employed Advisers within the Leeds offices. You will be responsible for working with clients to provide Independent Financial Advice on a rage of Investment based products (Pensions, Investments, Unit Trusts, OEICS, SIPP etc) including Financial Planing Advice & Risk Management dealing with both Corporate and Individual…
My client is looking for an experienced IFA to join their team in Southampton. The successful candidate will provide a first-class independent advisory service to existing and prospective clients.
The role requires management of an existing client base generating circa £200,000 of annual income due to the planned retirement of an existing Advisor. You will also be required to generate new business through referrals, repeat business and through professional connections.
*Provide a Wealth Management service to an existing Pension & Investment client base
*To increase the value of the client base through repeat and referral business…
Senior Advisers within a leading City-based IFA firm are looking for bright, motivated individuals to join their Graduate Training Scheme.
The graduate will receive the training and technical support required to ensure the successful negotiation of the ‘Diploma in Financial Planning’.
This incorporates exams in RO1 – Financial Regulation & Ethics, RO2 – Investment Principles and Risk, RO3 – Personal Taxation, RO4 – Pensions & Retirement Planning, RO5 – Financial Planning and RO6 – Financial Planning Practice. Importantly, all the costs of this process are borne by the scheme.
Intensive, ongoing client-facing and advisory skills…
Financial Advisor / WEALTH MANAGER
SUPPORT: Paraplanner + Client Relationship Manager
LOCATION: Home Based (Ideal 1-2 days in office: Leicester, Newmarket, Or London)
My client is an expanding and successful Pensions Provider and Wealth Management company and due to continued growth they are now looking to appoint a Consultant to expand their National team.
To provide a proactive, personal service to clients, ensuring they receive accurate information and are advised on the products that meets their individual requirements and circumstances. My Client provides integrated wealth management services, incorporating pension consultancy…
Independent Financial Advisor - Derby - Up to £65,000
My client provides financial planning and investment advice to high net worth families, with an exceptional reputation within their field. Professionalism, efficiency and trust with the clients and colleagues is paramount. They now have a vacancy for an experienced Chartered Financial Planner to join the forward thinking and dedicated team, this is a new role based in the East Midlands office, reporting to the Managing Director & Compliance.
Take responsibility for managing a portfolio of wealthy (£1m +) families and providing on-going reviews
This is a chance to join one of the UK's leading wealth management firms. You will be joining a consultative and professional team and therefore must possess a passionate interest in Finance, great communication skills and a hunger and desire to succeed.
Our client is a Multi-Billion pound wealth management group and is widely regarded as one of the UK's leading wealth management organisations. Established in the early 90's the company is now placed within the FTSE 250 and its shareholders include major, global financial institutions.
Our client has a long history of delivering face-to-face wealth…
Salary up to £50,000 plus £5,200 car allowance, benefits, bonus
We have been retained by fee-based financial planning business who work with wealthy private and corporate clients on an independent basis, the firm have an approach to financial planning which is based around delivering quality. With a consistent flow of quality clients through professional connections, group schemes and joint ventures, the firm are now looking to appoint a well qualified Financial Planner to service the leads - there is an active client bank of 80 clients to pick up initially.
You will provide holistic planning predominantly…
This unique role has been created within a Financial organisation based just outside Glasgow. We are currently looking for a financial administrator to undertake the duties detailed below:
* Working directly with independent financial advisers ensuring that they are fully compliant and adhering to the FCA's regulations
* Answering all telephone enquiries and dealing with customer questions
* Processing mortgage and insurance claims
* This role also involves report writing and general administration tasks
The ideal candidate will be from a financial services back ground (preferably working within financial advisers…
Morris Jones Consulting Ref:
Salary: to £20,000
An excellent opportunity has arisen for an IFA Administrator to join a well-established reputable IFA practice in Newcastle, on a permanent basis.
A fantastic opportunity has arisen for an experienced IFA Administrator to join a firm of Independent Financial Advisers based in Newcastle.
Key Accountabilities will be as follows:
• Providing technical administrative and paraplanning support to IFAs based in the North East.
• Researching products including pensions, investments and protection, obtaining quotes and existing…
SELF EMPLOYED IFA - CARDIFF
IDEX Consulting have recently partnered a national firm of Independent Financial Planners who have established a unique and ethically strong offering to the financial planning market across the UK. With clear differentiators from their competitors, they now seek to recruit a number of Self Employed IFA's to be part of their vision and growth.
This is a rare opportunity in the market where successful candidates will be provided with a minimum of 3 high quality pre-qualified leads per week, a technical paraplanning and administration support team and strategic direction from an innovative and technologically…
The suitable candidate will have his or her SPS (Statement of Professional standing).
Our client is a Chartered Accountants and Business Advisors firm and they are looking for an Independent Financial Advisor with a strong service ethic. This forward thinking firm is process driven and has focus on quality. Due to fantastic client retention and company generated leads they are looking to grow.
The successful candidate will have client facing experience and be looking to work on a self-employed basis with the support of this business. Duties will include networking, meeting with clients and conducting presentations. You will be encouraged…
Financial Services administrator
Cordant people are recruiting for an experienced financial services administrator for a prestigious independent financial advisor based in the west end.
The client prides themselves on taking the one to one approach and going the extra mile to deliver great service and develop long term relationships with their clients.
The role will involve but not limited to :
Supporting paraplanners, financial advisors and mortgage advisors
Issuing policy documents
Use of microsoft packages
Preparing and maintaining databases